英搏爾(300681.SZ):輕型純電動乘用車仍然是公司重要業務構成
格隆匯8月18日丨英搏爾(300681.SZ)發佈股票交易異常波動公吿,公司產品原材料主要由電子元器件、硅鋼片、漆包線以及鋁質結構件等構成,其中電子元器件佔公司產品成本比重較高,主要包括電容器件、芯片、以及功率半導體器件等。2021年上半年,一方面與晶圓相關的MCU芯片供應較為緊張;另一方面,原材料中硅鋼片、漆包線價格發生較大波動,均對公司產品制造成本和銷售利潤產生影響。
目前,新能源汽車行業發展仍面臨較多的問題:核心技術創新能力還有差距、充電樁基礎設施建設仍顯滯後、汽車芯片等“卡脖子”難題有待解決等。若新能源汽車產業的發展出現較大調整,可能將影響新能源汽車行業的整體需求,從而對公司的銷售產生影響。
輕型純電動乘用車仍然是公司重要業務構成。工信部相關政策表明,今年三季度有望迎來《GB/T28382 純電動乘用車技術條件》標準的規範和升級,微型低速電動車將正式納入純電動乘用車的管理範疇。政府正加快出台規範管理新規,但政策仍未正式推出,具有一定的不確定性,可能對公司經營產生影響。
新能源汽車核心零部件行業巨大的市場空間和快速增長的行業需求,吸引着實力雄厚的資本積極參與競爭;另一方面,整車企業積極投入研發生產,價格具有競爭力的零部件供應商才能成為整車廠的首選,市場正在加速出清。如國內同行和外資零部件巨頭研發進程加快、推出成熟產品,公司將面臨更加劇烈的市場競爭。
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